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Financial Planning - ADV CERT

Program Overview:

Program Contacts:

Program Requirements:

ACC 528Tax Planning

3

MBA 641Investment Theory

3

MBA 644Insurance Planning

3

MBA 645Benefits & Retirement Planning

3

MBA 646Estate Planning

3

MBA 694Field Study in Fin Plan Devel

3

May be waived by prior course equivalencies.

MBA 511Financial Accounting

3

MBA 640Managerial Finance

3

Internship/Field Experience/Service:

MBA 694Field Study in Fin Plan Devel

3

Professional Accreditation:

Admissions and Financial Aid Information:

See Graduate Admissions section for more information.

The College of Saint Rose has long been committed to the premise that a quality education should be within the reach of qualified students. To this end, the College serves its student body through a comprehensive program of federal, state, and institutional financial aid. While the basic responsibility for financing education lies with the students and their families, scholarships, loans, and/or assistantships can supplement insufficient family resources. The amount of aid available through the College is limited and is awarded on the basis of academic merit. All financial assistance from the College is subject to adjustment if the recipients are later granted aid from other sources. Financial aid awards are contingent upon students’ maintaining good academic standing and satisfactory academic progress.

Additional Financial Planning Admission Information:

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